See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,573 | $109,327-27.2% | $89,391-11.0% | $158,922-49.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 12.00% | 345.68%-333.7pp | 245.62%-233.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $571 | $3,170-82.0% | $2,586-77.9% | $4,761-88.0% |
| Participant deferral / active EE | $2,184 | $4,598-52.5% | $3,890-43.9% | $5,982-63.5% |
| Admin fee / account holder | $1,581 | $6,153-74.3% | $4,881-67.6% | $11,246-85.9% |